OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 4 Maintaining Product & Service Information
Recording Product Information
Select the Quick List check box if you are not maintaining inventory for this
product and you want to add it to your Product Quick List window.
If you need to associate the product with the specific pricing of a particular
insurance plan, perform the following steps:
a. Select an insurance carrier from the Carrier drop-down menu.
b. Select a plan from the Plan drop-down menu.
c. Select a product group from the Group drop-down menu.
d. Click Save Line to save the product’s association with the insurance
group.
Note
Only the insurance plans, carriers, and groups that are set up in the
Detailed Benefits window will be available from the drop-own
menus. For information on setting up the insurance detailed
benefits, go to To open the Detail Benefits window on page 130.
If you want to add more information to the product, go to To add additional
information to products on page 232, To itemize product details on page 234,
and; otherwise, click Save and select one of the following options:
Save to save the information and keep the Products window open.
Save and New to save the information and create a new product.
Save and Exit to close the Products window.
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